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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,972 | $124,980-89.6% | $108,359-88.0% | $154,746-91.6% |
| Participation rate | 61.1% | 75.2%-14.1pp | 70.1%-9.0pp | 80.7%-19.6pp |
| Annual return | 20.46% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,355 | $2,851-52.5% | $2,399-43.5% | $4,379-69.1% |
| Participant deferral / active EE | $2,742 | $4,743-42.2% | $4,137-33.7% | $6,730-59.3% |
| Admin fee / account holder | $1,747 | $11,502-84.8% | $9,741-82.1% | $14,365-87.8% |